Virtual Financial Planning Sales Leader

Become the Virtual Financial Planning Sales Leader at Meridian, where you'll manage a remote team dedicated to crafting personalized financial plans. Enhance client interactions while driving mutual fund sales.
As a Senior Manager, your responsibilities encompass coaching planners, ensuring compliance, and leveraging digital tools for effective sales strategies. You'll work closely with cross-functional teams to refine the virtual advice experience and fulfill client needs efficiently.
Key Responsibilities:
• Lead virtual financial planners in achieving compliance and sales targets
• Develop and implement sales strategies to drive mutual fund adoption
• Enhance digital sales processes and tools
• Conduct quality audits to ensure client-focused planning
• Collaborate with internal teams to optimize client engagement
Requirements:
• 7+ years in wealth management or financial advisory
• 3–5+ years in leadership roles
• Strong knowledge of financial plannin...

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Submit your application today and join our talented team at Meridian.

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